Evelyn Partners Investment Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$67.5M	Buy	216,099 +38,611	+22%	+$12.1M	2.79%	10
2025 Q1	$52.9M	Buy	+177,488	New	+$52.9M	2.41%	13